+20.5%
DOCU vs VCLT
-4.7%
+25.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | +4.1% | -2.3% | +6.3% | +5.6% |
| 30D | +7.4% | +0.8% | +6.6% | +6.7% |
| 3M | +26.0% | -2.7% | +28.7% | +27.6% |
| 6M | +79.2% | -4.3% | +83.5% | +83.4% |
| YTD | +18.1% | -4.3% | +22.4% | +19.8% |
| 1Y | +20.5% | -4.4% | +24.9% | +22.4% |
| All | +20.5% | -4.7% | +25.2% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VCLT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling